CRM & automations
✨ AI-poweredAI-driven texting, email, satisfaction tracking, and Google reviews — the backend that scores every lead and works it automatically while you're on the roof.
Contacts
Sample data| Name | Trade | Last estimate | Status |
|---|
Automations
Sample dataEvery step runs automatically once a lead enters your pipeline — turn any step off per-campaign.
Reviews
Sample data62
Reviews requested
41
Reviews received
4.8
Average rating
Nora F.
Painting / Siding
"The crew was on time and the new siding looks incredible. Highly recommend!"
Devon M.
Landscaping / Lawn
"Lawn looks better than it has in years. Fast, professional, and a fair price."
Marcus D.
Roofing
"Great roof job — a little behind schedule but the quality made up for it."
Calls
Sample data| Direction | Contact | Duration | Transcript |
|---|
Payments
Sample dataOnline invoices with card and ACH checkout — send a payment link from any job and get notified the moment it's paid.
| Invoice | Contact | Amount | Status |
|---|
Contracts
Sample dataE-sign contracts sent straight from an estimate — track draft, sent, and signed status in one place.
| Contract | Contact | Status |
|---|